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@John_K_Vincent "Stanley Druckenmiller - Duquesne Family Office Portfolio - Q2 2025 13F Report Q/Q Comparison @ $ENTG $MSFT $WBD $C $QSR $SE $NU $U $SWTX $AMZN $ASND $COF $TEVA $INSM $TSM $FLUT $DOCU $ROKU $LLY $EQT $DAKT $NTRA $WWD $PM $CPNG $COHR $CZR $MELI $VRNA $YPF $CCCS $KMI $DAL $BCS $BMA $FCX $GGAL $PCX $STX $UAL $TWLO $WAB $CRESY $IRS $EDN"
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"Ruane Cunniff & Godfarb Portfolio - Sequoia Fund - Q2 2025 13F Report Q/Q Comparison @ $SEQUX $CNSWF $ERFSF $RYCEY $SAP $UMGNF $ASHTF $MSA $TSM $ICLR $AMTM $FWONK $GOOG $SCHW $ICE $COF $ELV $CACC $META $BRK.A $BRK.B $LDRBK $UNH $CHTR $J"
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"Seth Klarman - Baupost Group Portfolio - Q2 2025 13F Report Q/Q Comparison @ $SNRE $FI $AMCR $PAGS $CLVT $SOLV $SGI $GOOG $WCC $CRH $FIS $DG $QSR $ELV $HLF $LBRDK $WTW $EXP $VSAT $GDS $LBTYK $FERG $ICLR $TBN"
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"Ron Baron - BAMCO - Baron Capital Portfolio - Q2 2025 13F Report Q/Q Comparison @ $BARIX $BPTIX $BFGFX $SPACE $CSGP $MSCI $MTN $KNSL $H $CHH $TSLA $ACGL $IT $GWRE $IDXX $FDS $MTD $IRDM $TECH $SNPS $AFYA $CWAN $CDRO $CNS $INDI $MEG $TWFG $APH $BIRK $CBRE $FIGS $HLI $IBKR $NVDA $ONON $RRR $SHOP $SITE $SPOT $VRSK $BABA $AMZN $SCHW $GLPI $KTOS $META $MORN $PRI $VRT $WELL"
X Link @John_K_Vincent 2025-09-15T10:06Z XXX followers, XXX engagements